另有分析人士告诉财联社记者，即便红海恢复正常，船司重新布局绕航船，恢复调动也存在时间差，航线从正常至紊乱，再由紊乱调整至正常，都需要一定时间，而这其中的时间差也提供了运价（提升）机会。Today, shipping stocks and index futures for distant months (Europe) fell sharply, possibly due to the influence of the 'Israel-Palestine ceasefire' news. On the Shanghai-Rotterdam route, the highest spot freight rate for container shipping is nearly $10,000 per 40-foot container, a significant increase from last month.
On June 11th, according to Caixin, shipping stocks and index futures for distant months (Europe) fell sharply today. Analysts told Caixin that the day's plunge was mainly due to emotional impact from the so-called 'Gaza ceasefire' news, and there was no significant change in the short-term fundamentals.
Currently, the shipping market fares are still high, and some shipping companies' Shanghai-Rotterdam route fares are approaching $10,000 per 40-foot container.
Analysts also told Caixin that even when the Red Sea returns to normal, there is still a time lag for shipping companies to re-layout their circuitous ships and recover movement, and that the transition from normal to disorderly routes and then back again takes time, which provides opportunities for fare increases.
In addition to the nearby contract EC2406 that rose slightly by 0.18% today, index futures for distant months EC2410, 2412, 2502, and 2504 on the Europe line all fell by 14.2%, 15.63%, 14.97%, and 12.97% respectively.
However, from the performance of shipping freight rates, they are still at high levels.
According to the current spot quote provided by ExtremeTech, the highest departure price for the Shanghai-Rotterdam route in June has reached $9540/FEU, with the lowest quote coming from OOCL at $7500/FEU, a significant increase from the shipping company's quote of $4040/FEU-5554/FEU on May 10th.
At the same time, there are strikes at some European ports recently. In Asia, the container ship congestion in Singapore has been relieved. Regarding the reasons for the previous congestion, the Maritime and Port Authority of Singapore (MPA) responded that mainly due to ships circumventing Cape of Good Hope and disrupting the arrival times of ships at major ports around the world, causing ships to arrive outside their planned schedules, leading to a gathering effect of ships.
According to Ship's Eye data from COSCO Shipping Science & Technology (002401.SZ), the average docking time at the Port of Singapore today is 16 hours. In addition, for domestic ports, a port official in South China told Caixin that there is no significant increase in port waiting times and operations are normal.
According to the latest report from Hapag-Lloyd, the current port congestion situation has not caught up with the level of 2021. Since the Red Sea crisis, port congestion has occurred sporadically and for relatively short periods, and there has been no chain reaction to exacerbate the supply chain conflicts.
